iShares MSCI EM ex China UCITS ETF USD Acc (EXCS.L) Total Returns
Growth of £10,000 chart
2021-04-27 to 2026-04-20 to
£
%
%
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Investment Performance
Final Value
£12,292
Total Return
22.92%
CAGR
4.23%
Dividends
£0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.40% |
| Median | +0.45% |
| Best | +40.68% |
| Worst | -27.47% |
| % of Windows Positive | 55.4% |
1-Year (252 Trading Days)
| Average | +3.93% |
| Median | +5.68% |
| Best | +66.46% |
| Worst | -36.25% |
| % of Windows Positive | 65.0% |
3-Year (756 Trading Days)
| Average | +16.22% |
| Median | +11.82% |
| Best | +94.72% |
| Worst | -23.01% |
| % of Windows Positive | 69.4% |
Risk Metrics
| Maximum Drawdown | -37.54% |
| Average Drawdown | -23.19% |
| Drawdown Duration | 1041 Trading Days |
| Sortino Ratio | 0.41 |
| Calmar Ratio | 0.11 |
| CVaR (5%) | -2.88% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +20.86% (+87.61% ann.) | +£2086.25 | £0.00 | £0.00 | £0.00 |
| 2025 | +26.13% | +£2613.00 | £0.00 | £0.00 | £0.00 |
| 2024 | +5.55% | +£554.70 | £0.00 | £0.00 | £0.00 |
| 2023 | +10.95% | +£1095.33 | £0.00 | £0.00 | £0.00 |
| 2022 | -8.40% | £840.35 | £0.00 | £0.00 | £0.00 |
| 2021 partial | -24.83% (-34.32% ann.) | £2483.09 | £0.00 | £0.00 | £0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | April 27, 2021 – November 29, 2021 | -26.96% | -41.21% | £2695.95 | £0.00 | £0.00 | £0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -2.12% | -2.24% | £211.58 | £0.00 | £0.00 | £0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +16.15% | +8.41% | +£1615.43 | £0.00 | £0.00 | £0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 20, 2026 | +49.73% | +29.00% | +£4972.92 | £0.00 | £0.00 | £0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.